Project Intake Form Template
This project intake form can be used by designers who want to make sure all the details of their projects are carefully assessed, mapped, and quoted. If you are tired of back and forth questions with customers, a simple intake form like this can ease your job and make for a seamless experience on your customers’ end too. Get this project intake form right now, customize it to your needs with our online form builder, and publish it on your portfolio website or share it with your customers via email.
Frequently Asked Questions
How do I customize this template?
When taking over new projects, minimize the team efforts with a project intake form that’s easy to use. Our form designer tool is based on a drag and drop option that helps you create your forms in minutes. We’ve created this form example for graphic and printing work, but naturally, you can adapt it to suit any other projects. We provide many field types, so choose those that suit you best. Besides, this design project intake form comes with access to 123 Form Builder assortment of themes and widgets that make forms engaging to respondents. Add your logo and customize the look & feel of your project intake form so clients will know that consistency is important to you.
How do I publish a template?
When your project inquiry form reaches the desired format, place it anywhere online with no effort at all. If you need to reach out to clients by email, copy and paste the form link in the email message. Embedding the form code in your website is equally easy to do. Furthermore, clicking the social media buttons will let you post your project intake form on any social platform you want. And since our world is mobile, respondents will be able to register their book publishing requirements even from their smartphones.
How can I collect & manage data?
Gathering details for graphics and printing assignments is a no-brainer with our intuitive form builder. Interact with all form submissions from our dashboard or export the data table on your preferred device. Besides, you’ll want to keep your data clean and organized, so give our third-party integrations a try. For instance, sync web form data with Google Sheets, Smartsheet or Evernote.
How can I optimize processes?
While it may be true that the online has taken reign over most of the media, many people still prefer to read books in a physical format. However, a paperless project intake process will undoubtedly increase productivity. For this reason, we help those in the business of formatting and publishing books with friendly and easy-to-manage web forms. In particular, you can configure multiple recipients to gain access and instant alerts about form responses. To start, just create a 123 Form Builder account and start gathering new project data in an elegant way!